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What kind of Email/Receipt Templates are available?

Contents

Introduction

There are six standard templates that are available to be used by your organization.

  1. Transaction Email – Email that gets automatically sent to the customer’s email address anytime a transaction (tax- deductible) takes place or is entered in the system.
  2. Receipt Email – Contents of receipt (for tax-deductible donations) that is sent to the customer along with the transaction email above, the receipt is sent as an attached PDF copy.
  3. Transaction Non-Tax Deductible Email – Email that gets automatically sent to the customer’s email address anytime a transaction (non-tax- deductible) takes place or is entered in the system.
  4. Subscription Email – mail that gets automatically sent to the customer’s email address anytime a customer subscribes or a subscription is entered in the system.
  5. Receipt Non Tax Deductible Email – Contents of receipt (for non-tax-deductible donations) that is sent to the customer along with the transaction email above, the receipt is sent as an attached PDF copy.
  6. Year End Tax Receipt Email – Contents of receipt that gets sent to customer summarizing their yearly transactions with the organization.
Updated on April 18, 2021

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